DB Wealth Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DB Wealth Management Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$147K	Hold	1,895	–	–	0.08%	102
2023 Q3	$131K	Hold	1,895	–	–	0.08%	102
2023 Q2	$138K	Hold	1,895	–	–	0.08%	97
2023 Q1	$132K	Hold	1,895	–	–	0.08%	95
2022 Q4	$128K	Buy	1,895 +359	+23%	+$24.2K	0.08%	94
2022 Q3	$95K	Hold	1,536	–	–	0.07%	111
2022 Q2	$99K	Buy	1,536 +273	+22%	+$19.4K	0.07%	113
2022 Q1	$99K	Buy	1,263 +492	+64%	+$37.9K	0.06%	119
2021 Q4	$64K	Hold	771	–	–	0.04%	148
2021 Q3	$60K	Hold	771	–	–	0.04%	145
2021 Q2	$61K	Hold	771	–	–	0.04%	146
2021 Q1	$57K	Hold	771	–	–	0.04%	154
2020 Q4	$53K	Buy	+771	New	+$49.1K	0.04%	149

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DB Wealth Management Group's IWR Position: Q4 2023 in Review

DB Wealth Management Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2023 at 1,895 shares worth $147K. The position accounts for 0.08% of the portfolio, ranked #102.

DB Wealth Management Group first reported a position in IWR in Q4 2020 and has held it in 13 quarters since. 1,246 funds tracked by Wall St. Rank hold IWR as of Q4 2023.

DB Wealth Management Group held 1,895 shares of iShares Russell Mid-Cap ETF worth $147K as of Q4 2023.
DB Wealth Management Group left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2023.
iShares Russell Mid-Cap ETF made up 0.08% of DB Wealth Management Group's portfolio in Q4 2023, its #102 holding.
DB Wealth Management Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 13 quarters since.
1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.